Mastering Taxes: Installation, Setup, and Management Guide for Intuit ProFile
Dive into the world of taxes with this comprehensive guide on installing, setting up, and managing Intuit ProFile. Learn about licensing, flexible options, and prevention of license overuse. Explore tools like efile settings, file management, and additional settings for a seamless tax preparation experience.
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Presentation Transcript
Learning about Taxes with Intuit ProFile
Chapter 2 Installation and Setup
Installing & activing ProFile Managing Licenses EFILE credentials The Options menu In this Chapter
Installing ProFile Single user installation Multi-user installation Activation Licensing information Managing Licenses Adding & deleting 4
What is it? How does it work? Flexible licensing License overused How to prevent? Maximum licenses 5
setting it up Setting it up
environment options help! page 15 setting it up 7
efile settings page 14 setting it up
File Location Multiple Files Recently used files File lock page 15 file tab 9
file preparer page 16 setting it up
Manual override Drag & drop Validate SIN Smart Capitalization Jump to a related field Right-click page 18 12
Page breaks Zoom Zeroes in NIL fields Negative brackets Tab icons Line decimals page 18 13
check for updates live community online features page 19 14
file naming file location pdf passwords page 20 15
New file defaults Carry forward defaults Language options page 20 17
File creation warnings Client status locking EFILE status locking page 21 18
Standard disclaimer GIFI disclaimer page 22 19
letters template page 23 20
Module specific Print job options Default status Environment - PDF page 28 21
Module specific Billing options Detail or summary Environment - timer Page 28 22
Secure your password Tech support may not be able to restore it page 30 23
Options Administration Save your settings page 31 24
